Monarch Capital Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,700
| Closed | -$225K | – | 97 |
|
|
2017
Q1 | $225K | Sell |
2,700
-100
| -4% | -$8.33K | 0.08% | 90 |
|
|
2016
Q4 | $218K | Hold |
2,800
| – | – | 0.08% | 92 |
|
|
2016
Q3 | $213K | Hold |
2,800
| – | – | 0.08% | 94 |
|
|
2016
Q2 | $227K | Hold |
2,800
| – | – | 0.08% | 92 |
|
|
2016
Q1 | $210K | Buy |
+2,800
| New | +$210K | 0.08% | 96 |
|
|
2015
Q1 | – | Sell |
-3,433
| Closed | -$235K | – | 107 |
|
|
2014
Q4 | $235K | Sell |
3,433
-500
| -13% | -$34.2K | 0.09% | 91 |
|
|
2014
Q3 | $215K | Hold |
3,933
| – | – | 0.09% | 92 |
|
|
2014
Q2 | $227K | Hold |
3,933
| – | – | 0.09% | 86 |
|
|
2014
Q1 | $215K | Hold |
3,933
| – | – | 0.09% | 86 |
|
|
2013
Q4 | $208K | Sell |
3,933
-100
| -2% | -$5.29K | 0.08% | 85 |
|
|
2013
Q3 | $221K | Sell |
4,033
-2,600
| -39% | -$142K | 0.09% | 86 |
|
|
2013
Q2 | $368K | Buy |
+6,633
| New | +$368K | 0.16% | 72 |
|